Q3 2026 13F · SEC CIK 1599576

Pictet North America Advisors SA

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.2B
Reported positions: 189
Top holdings a year, 3 yrs: +10.6%
Assets under management: $5.3B

Pictet North America Advisors SA is a wealth manager that reported 189 positions worth $1.2B in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Taiwan Semiconductor Manufac (TSM, 6.9%), Spdr Gold Tr (GLD, 4.5%), Microsoft Corp (MSFT, 4.4%). A portfolio copying its top holdings returned 10.6% a year over the last 3 years, against 20.4% for the S&P 500.

Pictet North America Advisors SA holdings largest 50 of 189 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Pictet North America Advisors SA 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
TSMTaiwan Semiconductor Manufac	6.9%	7.5%	180,906	+1.2%	$82.5M
GLDSpdr Gold Tr	4.5%	5.1%	142,928	-8.8%	$54.2M
MSFTMicrosoft Corp	4.4%	3.2%	103,024	+6.8%	$52.6M
GOOGLAlphabet Inc	3.8%	3.8%	132,688	+9.6%	$45.7M
SONYSony Group Corp	3.4%	3.0%	1,708,561	+1.4%	$40.2M
AMZNAmazon Com Inc	3.3%	2.9%	158,144	+13.1%	$39.4M
PYLDPimco ETF Tr	2.8%	2.5%	1,313,381	+24.6%	$33.3M
AZNAstrazeneca PLC	2.6%	3.6%	191,962	-12.3%	$31.3M
BURBurford Capital Limited	2.5%	2.8%	7,647,727	+0.0%	$29.5M
YUMCYum China Hldgs Inc	2.4%	2.4%	693,919	+2.1%	$28.4M
ALCAlcon Inc	2.3%	2.5%	419,509	-1.1%	$27.1M
URTHIshares Inc	2.2%	3.1%	128,256	-26.1%	$26.5M
MELIMercadolibre Inc	2.1%	1.9%	14,816	+18.9%	$25.6M
UBSUbs Group AG	2.1%	1.6%	513,916	+39.1%	$24.8M
METAMeta Platforms Inc	2.0%	1.5%	33,415	+7.3%	$24.2M
JPMJpmorgan Chase & Co	1.9%	1.9%	67,484	+4.1%	$22.3M
VVisa Inc	1.8%	1.8%	60,403	+3.5%	$21.7M
NVDANvidia Corporation	1.8%	0.8%	94,351	+115.9%	$21.5M
RISE2023 ETF Series Trust	1.7%	1.8%	1,119,186	-1.9%	$20.3M
MUMicron Technology Inc	1.7%	1.7%	18,891	+10.4%	$20.1M
IAUIshares Gold Tr	1.6%	1.7%	247,824	-0.1%	$19.4M
VOOVanguard Index Fds	1.6%	—	27,529	—	$19.3M
AIRRFirst Tr Exchange Traded Fd	1.5%	1.7%	176,311	+20.5%	$18.2M
AAPLApple Inc	1.5%	1.3%	54,485	+6.7%	$18.1M
BNBrookfield Corp	1.5%	1.7%	476,251	+2.5%	$17.4M
BRK-BBerkshire Hathaway Inc Del	1.4%	1.4%	34,005	+5.8%	$16.9M
SPGIS&p Global Inc	1.3%	1.3%	38,468	+3.1%	$15.2M
VTVanguard Intl Equity Index F	1.3%	2.9%	95,704	-53.7%	$15.1M
ASMLAsml Hldg NV	1.1%	1.4%	7,530	-5.2%	$13.6M
HLTHilton Worldwide Hldgs Inc	1.1%	1.1%	41,252	+7.3%	$13.1M
EMFI2023 ETF Series Trust	1.1%	1.3%	274,635	-5.1%	$13.1M
AMDAdvanced Micro Devices Inc	1.1%	1.2%	21,084	-7.9%	$12.9M
ORLYOreilly Automotive Inc	1.0%	1.1%	142,523	+0.9%	$12.2M
TPGTpg Inc	1.0%	0.9%	263,200	+0.0%	$11.6M
MCDMcdonalds Corp	1.0%	1.1%	49,776	+8.8%	$11.5M
GEGe Aerospace	0.9%	1.0%	36,258	+17.7%	$11.3M
GOOGAlphabet Inc	0.9%	1.0%	32,412	+0.9%	$11.0M
SIHYHarbor ETF Trust	0.9%	0.9%	245,515	+5.6%	$10.8M
ADPAutomatic Data Processing in	0.9%	—	41,453	—	$10.7M
AVGOBroadcom Inc	0.8%	0.7%	27,987	+24.8%	$9.8M
CMECme Group Inc	0.8%	—	35,734	—	$9.4M
LLYEli Lilly & Co	0.7%	0.8%	7,369	+1.2%	$8.5M
MAMastercard Incorporated	0.7%	0.5%	14,908	+28.6%	$8.2M
UBERUber Technologies Inc	0.7%	—	115,982	—	$7.9M
OTISOtis Worldwide Corp	0.7%	—	121,114	—	$7.8M
EWLIshares Inc	0.6%	0.6%	113,646	+3.9%	$6.7M
LINLinde PLC	0.5%	—	13,441	—	$6.4M
EWUIshares Tr	0.5%	0.6%	133,883	-4.4%	$6.2M
TMOThermo Fisher Scientific Inc	0.5%	—	8,862	—	$6.0M
RELXRelx PLC	0.5%	0.5%	174,151	-3.6%	$5.8M

What Pictet North America Advisors SA bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +0.9% /yr; S&P 500 +20.1%
3 years: +10.6% /yr; S&P 500 +20.4%
5 years: +5.6% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$1.2B	189
Q2 2026	$1.1B	154
Q1 2026	$1.0B	154
Q4 2025	$1.1B	152
Q3 2025	$1.1B	144
Q2 2025	$996.5M	144
Q1 2025	$1.0B	140
Q4 2024	$1.1B	146
Q3 2024	$1.0B	142
Q2 2024	$920.9M	139
Q1 2024	$895.6M	141
Q4 2023	$773.9M	128

Questions about Pictet North America Advisors SA's portfolio

What stocks does Pictet North America Advisors SA own?

Pictet North America Advisors SA's latest 13F, for Q3 2026 and filed Oct 21, 2026, lists 189 positions worth $1.2B. The largest are Taiwan Semiconductor Manufac (TSM) at 6.9%, Spdr Gold Tr (GLD) at 4.5%, Microsoft Corp (MSFT) at 4.4%, Alphabet Inc (GOOGL) at 3.8% and Sony Group Corp (SONY) at 3.4%.

What did Pictet North America Advisors SA buy last quarter?

In Q3 2026, Pictet North America Advisors SA added Nvidia Corporation (NVDA) (+115.9% shares), Ubs Group AG (UBS) (+39.1% shares) and Mastercard Incorporated (MA) (+28.6% shares), compared with its Q2 2026 filing.

What did Pictet North America Advisors SA sell last quarter?

In Q3 2026, Pictet North America Advisors SA cut from its top 50 Janus Detroit Str Tr (JMBS), cut from its top 50 Amrize Ltd Shs (AMRZ), cut from its top 50 Fastenal Co (FAST), cut from its top 50 Totalenergies SE (TTE), cut from its top 50 Ishares Core Msci Europeetf (IEUR), Vanguard Intl Equity Index F (VT) (-53.7% shares), Ishares Inc (URTH) (-26.1% shares) and Astrazeneca PLC (AZN) (-12.3% shares), compared with its Q2 2026 filing.

How has Pictet North America Advisors SA's portfolio performed?

A portfolio copying Pictet North America Advisors SA's 20 largest 13F holdings each quarter, from the day each filing was public, returned +10.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.9% against +20.1%. Over 5 years: +5.6% a year against +11.6%.

When is Pictet North America Advisors SA's next 13F filing due?

13F filings are due 45 days after each quarter ends. Pictet North America Advisors SA's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Pictet North America Advisors SA manage?

Pictet North America Advisors SA reported $5.3B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.2B.